Tax Manager

Job Title: Tax Manager

Job Overview
The Tax Manager is a leadership role responsible for overseeing all aspects of client tax engagements. This position manages a portfolio of clients, ensures high-quality service delivery, and provides strategic tax planning and compliance services. The role requires advanced technical expertise, strong project management skills, and a commitment to mentoring and developing junior staff.

Key Responsibilities

Engagement Management

• Manage multiple client tax engagements, ensuring timely completion and adherence to quality standards

Tax Preparation & Review

• Review complex federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates

Tax Planning & Strategy

• Develop and implement strategic tax plans to minimize client liabilities and identify taxsaving opportunities

Client Relations

• Serve as primary point of contact for clients
• Provide expert advisory support and build long-term client relationships

Technical Research

• Conduct in-depth tax research on complex issues
• Clearly communicate findings to clients and engagement teams

IRS & State Correspondence

• Manage and resolve tax authority notices, inquiries, and audit matters

Team Leadership & Development

• Mentor, train, and supervise tax staff and seniors
• Provide constructive feedback and support professional growth

Business Development

• Support partners in identifying and developing new client opportunities

Process Improvement

• Recommend and implement improvements to firm processes and technology to enhance efficiency

Qualifications

Education

• Bachelors degree in Accounting or a related field (required)
• Masters degree in Taxation (preferred)

Certification

• Active and valid Certified Public Accountant (CPA) license (required)

Experience

• Minimum of 7+ years of progressive tax experience within a public accounting firm

Technical Expertise

• Strong knowledge of federal, state, and local tax laws and regulations
• Experience with individual, corporate, partnership, trust, and estate returns
• Proficiency with tax preparation software (e.g., CCH, ProSystem fx) and Microsoft Excel

Soft Skills

• Excellent communication, interpersonal, and writing skills
• Strong analytical, critical thinking, and problem-solving abilities
• Proven project and time management skills with the ability to manage multiple deadlines
• Demonstrated leadership capability with the ability to motivate and coach team members

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